We will always strive to deliver a greater value to everyone we encounter, in business and in life, than we receive. We do this in order that we may continually advance the cause of humanity.

Structured Retirement and Investment Programs

We act as financial engineers who design structured retirement and investment programs for our clients in a way that guides them through the 4 STAGES OF MONEY™… EARNING IT, INVESTING IT, USING IT FOR YOUR LIFETIME and PASSING IT ON.

THE WEALTH ENGINEER® process is built upon a foundation of structured investment principals. It offers a strategy uniquely tailored to help meet the goals of each client and considers taxes, inflation, and risks. Each plan is fluid with built in checkpoints.

THE WEALTH ENGINEER® process takes advantage of opportunities for creating wealth, it adheres to disciplined investing methods, and it strives to provide income to live on, money for charitable giving and transfer of wealth to the next generation.

Retirement Planning

We are dedicated to the simple proposition that everyone deserves a better retirement plan. Our objective is to make Retirement Planning incredibly simple by using structured investment programs which are easy to comprehend and easy for your employees to understand and adopt.

Instead of trying to beat the market, we believe that you should let the market work for you. THE WEALTH ENGINEER® Structured Investing philosophy offers a prudent, strategic approach designed to help investors achieve their lifetime financial goals.

There are many ways you can protect your assets against some of the risks and create additional income. Diversification is the key to allowing you to maintain stability, growth and income. Below are several tips and tactics that you can use to protect yourself against the challenges that you may face in retirement.

You’ve spent years building financial and psychological security for yourself and your family. Don’t lose it now! Numerous threats can erode your assets and prevent your estate from being managed and distributed according to your wishes. These threats include estate taxes, guardianship, disability and probate.

William Parker, ChFC

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites to which you are linking.